PawPlacer allows you to manage various details about your pets beyond the fields you entered when creating the pet. From a pet's profile, you can view and edit the pet's details, add notes, log medical visits, assign tasks, view foster history, and more.
Viewing a Pet's Profile
There are several ways to access a pet's profile:
From the Dashboard
- Search for the pet using the search field on the right side of the dashboard.
Method 1:
- Click on the pet's name in the search results to open a detailed modal about the pet.
- Click the arrow button to open the pet's profile.
Method 2:
- Click the arrow next to the pet's name on the dashboard to open the pet's profile directly.
From the Pets Page
Method 1:
- Click on a pet's row in the list view to open a detailed modal about the pet.
- Click the arrow button to open the pet's profile, or click the arrow button at the end of the row to open the profile directly.
Method 2:
- Click anywhere on a pet's card in the grid view to open the pet's profile.
Editing a Pet's Profile
To edit a pet's profile, click the pencil icon in the top right corner of the pet's profile. This will open the fields you initially entered when creating the pet. Make any necessary changes and click the "Save" button at the bottom of the form to save your changes.
Adding Notes
To add a note to a pet's profile or view existing notes, click the "Notes" button in the top right corner of the pet's profile. This opens a sidebar with a rich text editor, allowing you to use hotkeys and the toolbar to format text with highlights, bold, underline, and more. Click the "Add Note" button to create a new note, enter your note in the text field, and click "Save." You can edit an existing note by selecting it or delete it by clicking the trash icon.
Logging Medical Visits
You can log procedures, medical exams, and vaccinations for pets from their profiles. In the medical records section, click "Add New" to open a popup. From this popup, you can add or schedule a new medical exam, vaccination, or procedure. Each popup has fields tailored to the selected category.
- Adding: If adding an event, the calendar will allow you to select today or past dates, and all fields will be visible.
- Scheduling: If scheduling an event, you can choose upcoming dates, and fields that cannot be known ahead of time will not be shown.
Scheduled procedures, exams, and vaccinations appear on the pet's profile and the upcoming page, allowing you to see all pets with upcoming appointments.
View medical visits in a grid or list view by clicking the view switcher button in the top right corner.
Creating Tasks
You can easily create tasks and assign them to a pet. Click the "Add Task" button in the tile on the pet's profile to open a form where you can enter task details, including the due date, assignee, priority, and notes. Click "Save" to save the task.
Click an existing task to view or edit its details. Remove the pet from the task by deselecting the pet in the dropdown.
Viewing Foster History
To view a pet's foster history, click the Book icon in the top right corner of the pet's profile. This will open a modal listing foster homes the pet has stayed in, including dates and notes for each stay.
Adding Files
You can add files related to a pet by clicking the "Add File" button in the tile on the pet's profile. Members of your shelter can download these files at any time. Supported file types include PDFs, spreadsheets, images, and more.
Toggling Public Visibility
Toggle a pet's public visibility by clicking the Eye icon in the top right corner of the pet's profile. Use the switch to make the pet public or private. Public pets are viewable by anyone with the link, while private pets are only visible to shelter members.